13F QoQ Ownership Changes
HLMN Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 36 new · 66 added · 135 reduced · 34 exited
New Positions(36)
Added To(66)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 10,854,382 | +10,839,127 | $94.0M | +$93.9M | 71052.9% |
| UBS Group AG | 2,671,354 | +1,412,693 | $23.1M | +$11.6M | 112.2% |
| FMR LLC | 10,405,326 | +1,585,137 | $90.1M | +$9.1M | 18.0% |
| SEI INVESTMENTS CO | 1,327,294 | +899,435 | $11.5M | +$7.6M | 210.2% |
| Jefferies Financial Group Inc. | 7,997,201 | +18,154 | $69.3M | -$4.0M | 0.2% |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | 1,905,478 | +487,706 | $16.5M | +$3.5M | 34.4% |
| MILLENNIUM MANAGEMENT LLC | 623,733 | +399,647 | $5.4M | +$3.3M | 178.3% |
| Nuveen, LLC | 1,763,751 | +407,156 | $15.3M | +$2.8M | 30.0% |
| REINHART PARTNERS, LLC. | 11,388,518 | +916,986 | $98.6M | +$2.5M | 8.8% |
| GOLDMAN SACHS GROUP INC | 1,386,677 | +322,980 | $12.0M | +$2.2M | 30.4% |
| STATE STREET CORP | 4,313,518 | +28,735 | $37.4M | -$2.0M | 0.7% |
| DIMENSIONAL FUND ADVISORS LP | 8,788,859 | +310,732 | $76.1M | -$1.7M | 3.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 749,332 | +206,853 | $6.5M | +$1.5M | 38.1% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1,743,872 | +568 | $15.1M | -$901.6K | 0.0% |
| Conestoga Capital Advisors, LLC | 5,714,463 | +230,580 | $49.5M | -$854.8K | 4.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,641,785 | +60,869 | $22.9M | -$815.0K | 2.4% |
| Skylands Capital, LLC | 378,950 | +80,650 | $3.3M | +$543.3K | 27.0% |
| CONNORS INVESTOR SERVICES INC | 268,423 | +54,261 | $2.3M | +$358.5K | 25.3% |
| Bank of New York Mellon Corp | 733,197 | +6,175 | $6.3M | -$324.6K | 0.8% |
| State of New Jersey Common Pension Fund D | 267,933 | +48,422 | $2.3M | +$305.2K | 22.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,660 | +19,812 | $585.9K | +$146.7K | 41.4% |
| Swiss National Bank | 389,700 | +6,800 | $3.4M | -$140.2K | 1.8% |
| AMERIPRISE FINANCIAL INC | 394,697 | +7,794 | $3.4M | -$133.7K | 2.0% |
| Quantinno Capital Management LP | 68,035 | +17,499 | $589.2K | +$125.3K | 34.6% |
| BARCLAYS PLC | 373,136 | +94,090 | $2.7M | +$102.5K | 33.7% |
| CANADA PENSION PLAN INVESTMENT BOARD | 21,100 | +10,700 | $182.7K | +$87.3K | 102.9% |
| Leith Wheeler Investment Counsel Ltd. | 729,541 | +49,307 | $6.3M | +$73.3K | 7.2% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 130,555 | +555 | $1.1M | -$62.8K | 0.4% |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 412,273 | +29,139 | $3.6M | +$53.1K | 7.6% |
| CAPTRUST FINANCIAL ADVISORS | 27,763 | +5,993 | $240.4K | +$40.6K | 27.5% |
| Rockefeller Capital Management L.P. | 21,811 | +5,378 | $188.9K | +$38.0K | 32.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 290,053 | +20,190 | $2.5M | +$34.5K | 7.5% |
| Atria Investments, Inc | 80,135 | +1,319 | $694.0K | -$29.6K | 1.7% |
| DEUTSCHE BANK AG\ | 161,243 | +6,221 | $1.4M | -$26.7K | 4.0% |
| Police & Firemen's Retirement System of New Jersey | 55,271 | +442 | $478.6K | -$24.7K | 0.8% |
| BNP PARIBAS FINANCIAL MARKETS | 44,512 | +4,783 | $385.5K | +$20.8K | 12.0% |
| ANCHOR CAPITAL ADVISORS LLC | 244,006 | +15,929 | $2.1M | +$19.3K | 7.0% |
| Tower Research Capital LLC (TRC) | 12,373 | +2,247 | $107.2K | +$14.2K | 22.2% |
| Creative Planning | 28,446 | +3,014 | $246.3K | +$12.9K | 11.8% |
| AQR CAPITAL MANAGEMENT LLC | 102,070 | +4,490 | $883.9K | -$11.9K | 4.6% |
| TRUIST FINANCIAL CORP | 25,665 | +173 | $222.3K | -$11.8K | 0.7% |
| BENJAMIN EDWARDS INC | 20,095 | +2,397 | $174.0K | +$11.6K | 13.5% |
| WEALTH ALLIANCE, LLC | 36,993 | +1,030 | $320.4K | -$9.8K | 2.9% |
| XPONANCE, INC. | 15,579 | +117 | $134.9K | -$7.0K | 0.8% |
| MQS Management LLC | 14,084 | +1,406 | $122.0K | +$5.6K | 11.1% |
| MGO ONE SEVEN LLC | 30,074 | +1,109 | $260.4K | -$5.5K | 3.8% |
| GAMMA Investing LLC | 2,419 | +724 | $20.9K | +$5.4K | 42.7% |
| Smartleaf Asset Management LLC | 762 | +549 | $6.7K | +$4.7K | 257.7% |
| Clearstead Advisors, LLC | 449 | +386 | $3.9K | +$3.3K | 612.7% |
| Russell Investments Group, Ltd. | 431,796 | +24,109 | $3.7M | -$3.2K | 5.9% |
| State of Wyoming | 8,891 | +803 | $77.0K | +$2.7K | 9.9% |
| ProShare Advisors LLC | 36,213 | +2,332 | $313.6K | +$2.6K | 6.9% |
| GW&K Investment Management, LLC | 3,089,708 | +8,421 | $26.8K | -$1.5K | 0.3% |
| Global Retirement Partners, LLC | 623 | +198 | $5.4K | +$1.5K | 46.6% |
| Larson Financial Group LLC | 158 | +96 | $1.4K | +$800 | 154.8% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4,188 | +304 | $36.3K | +$613 | 7.8% |
| Hillsdale Investment Management Inc. | 880 | +100 | $7.6K | +$461 | 12.8% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,717 | +35,713 | $327 | +$309 | 1782.1% |
| NISA INVESTMENT ADVISORS, LLC | 3,073 | +155 | $26.6K | -$175 | 5.3% |
| Central Pacific Bank - Trust Division | 31,569 | +1,773 | $273.4K | -$139 | 6.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 195,348 | +23,431 | $1.7K | +$113 | 13.6% |
| Farther Finance Advisors, LLC | 90 | +15 | $779 | +$90 | 20.0% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 253,707 | +6,438 | $2.2K | -$73 | 2.6% |
| ROTHSCHILD INVESTMENT LLC | 379 | +29 | $3.3K | +$69 | 8.3% |
| Handelsbanken Fonder AB | 69,100 | +9,000 | $598 | +$46 | 15.0% |
| CWM, LLC | 3,793 | +352 | $33 | +$1 | 10.2% |
Reduced(135)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12,893,592 | -836,408 | $111.7M | -$14.4M | -6.1% |
| Royal Bank of Canada | 361,550 | -1,696,152 | $3.1M | -$12.3M | -82.4% |
| VANGUARD GROUP INC | 18,794,677 | -232,215 | $162.8M | -$11.9M | -1.2% |
| NORTHERN TRUST CORP | 1,605,785 | -846,942 | $13.9M | -$8.6M | -34.5% |
| BlackRock, Inc. | 14,270,880 | -11,928 | $123.6M | -$7.5M | -0.1% |
| CITADEL ADVISORS LLC | 2,816,044 | -525,906 | $24.4M | -$6.3M | -15.7% |
| AMERICAN CENTURY COMPANIES INC | 6,773,598 | -240,356 | $58.7M | -$5.7M | -3.4% |
| JPMORGAN CHASE & CO | 6,153,014 | -204,060 | $53.3M | -$5.1M | -3.2% |
| WCM INVESTMENT MANAGEMENT, LLC | 2,169,564 | -423,299 | $19.0M | -$4.8M | -16.3% |
| MARSHALL WACE, LLP | 352,810 | -485,918 | $3.1M | -$4.6M | -57.9% |
| BANK OF AMERICA CORP /DE/ | 1,381,866 | -378,826 | $12.0M | -$4.2M | -21.5% |
| ENVESTNET ASSET MANAGEMENT INC | 930,963 | -343,756 | $8.1M | -$3.6M | -27.0% |
| Allspring Global Investments Holdings, LLC | 6,840,440 | -149,501 | $59.6M | -$3.5M | -2.1% |
| Point72 Asset Management, L.P. | 2,314,195 | -237,029 | $20.0M | -$3.4M | -9.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 4,905,112 | -5,087 | $42.5M | -$2.6M | -0.1% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 4,162,790 | -43,252 | $36.0M | -$2.6M | -1.0% |
| RIVERBRIDGE PARTNERS LLC | 2,166,002 | -153,132 | $18.8M | -$2.5M | -6.6% |
| Verition Fund Management LLC | 144,221 | -266,126 | $1.2M | -$2.5M | -64.8% |
| RAYMOND JAMES FINANCIAL INC | 699,629 | -196,560 | $6.1M | -$2.1M | -21.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 2,160,837 | -90,740 | $18.7M | -$2.0M | -4.0% |
| WELLS FARGO & COMPANY/MN | 1,586,737 | -112,459 | $13.7M | -$1.9M | -6.6% |
| Qube Research & Technologies Ltd | 250,853 | -172,334 | $2.2M | -$1.7M | -40.7% |
| Balyasny Asset Management L.P. | 40,521 | -168,411 | $350.9K | -$1.6M | -80.6% |
| MORGAN STANLEY | 1,095,678 | -85,239 | $9.5M | -$1.4M | -7.2% |
| JANE STREET GROUP, LLC | 409,035 | -122,684 | $3.5M | -$1.3M | -23.1% |
| Clearbridge Investments, LLC | 987,743 | -84,132 | $8.6M | -$1.3M | -7.8% |
| Squarepoint Ops LLC | 151,590 | -118,903 | $1.3M | -$1.2M | -44.0% |
| EntryPoint Capital, LLC | 28,096 | -121,864 | $243.3K | -$1.1M | -81.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 653,948 | -95,895 | $5.7M | -$1.1M | -12.8% |
| FIRST TRUST ADVISORS LP | 159,975 | -106,641 | $1.4M | -$1.1M | -40.0% |
| Telemark Asset Management, LLC | 950,000 | -50,000 | $8.2M | -$953.0K | -5.0% |
| Hodges Capital Management Inc. | 248,625 | -87,800 | $2.2M | -$935.3K | -26.1% |
| D. E. Shaw & Co., Inc. | 965,464 | -42,148 | $8.4M | -$889.0K | -4.2% |
| Driehaus Capital Management LLC | 930,045 | -42,900 | $8.1M | -$877.4K | -4.4% |
| BERNZOTT CAPITAL ADVISORS | 858,449 | -18,987 | $7.4M | -$620.7K | -2.2% |
| MARATHON CAPITAL MANAGEMENT | 28,150 | -65,151 | $243.8K | -$612.7K | -69.8% |
| Engineers Gate Manager LP | 10,109 | -61,598 | $87.5K | -$570.7K | -85.9% |
| STIFEL FINANCIAL CORP | 255,705 | -44,226 | $2.2M | -$539.0K | -14.7% |
| Invesco Ltd. | 341,918 | -30,599 | $3.0M | -$458.7K | -8.2% |
| RHUMBLINE ADVISERS | 266,522 | -34,779 | $2.3M | -$457.9K | -11.5% |
| KENNEDY CAPITAL MANAGEMENT LLC | 801,760 | -465 | $6.9M | -$421.2K | -0.1% |
| COMERICA BANK | 469,217 | -16,176 | $4.1M | -$392.5K | -3.3% |
| Legal & General Group Plc | 195,732 | -31,604 | $1.7M | -$391.9K | -13.9% |
| Ballast Asset Management, LP | 419,645 | -14,546 | $3.6M | -$351.7K | -3.4% |
| ArrowMark Colorado Holdings LLC | 671,000 | 0 | $5.8M | -$348.9K | 0.0% |
| Boston Partners | 360,113 | -16,637 | $3.1M | -$340.0K | -4.4% |
| Campbell & CO Investment Adviser LLC | 87,437 | -23,090 | $757.2K | -$257.4K | -20.9% |
| TWO SIGMA INVESTMENTS, LP | 10,600 | -26,200 | $91.8K | -$246.0K | -71.2% |
| TWO SIGMA ADVISERS, LP | 32,200 | -24,800 | $278.9K | -$244.4K | -43.5% |
| LPL Financial LLC | 141,743 | -15,959 | $1.2M | -$220.2K | -10.1% |
| DARK FOREST CAPITAL MANAGEMENT LP | 290,658 | -6,654 | $2.5M | -$212.2K | -2.2% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 139,615 | -15,145 | $1.2M | -$211.6K | -9.8% |
| Avior Wealth Management, LLC | 87,556 | -17,163 | $758.2K | -$203.1K | -16.4% |
| MCF Advisors LLC | 212,838 | -7,500 | $1.8M | -$179.5K | -3.4% |
| TECTONIC ADVISORS LLC | 104,848 | -13,174 | $908.0K | -$175.5K | -11.2% |
| VICTORY CAPITAL MANAGEMENT INC | 73,527 | -12,899 | $636.7K | -$156.6K | -14.9% |
| HighTower Advisors, LLC | 24,087 | -15,531 | $208.6K | -$155.1K | -39.2% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 112,610 | -9,019 | $975.2K | -$141.4K | -7.4% |
| PNC Financial Services Group, Inc. | 131,460 | -7,144 | $1.1M | -$133.9K | -5.2% |
| Legacy Financial Advisors, Inc. | 252,500 | 0 | $2.2M | -$131.3K | 0.0% |
| PRUDENTIAL FINANCIAL INC | 12,410 | -13,530 | $107.5K | -$130.7K | -52.1% |
| DAVENPORT & Co LLC | 167,233 | -4,673 | $1.4M | -$129.9K | -2.7% |
| Corient Private Wealth LLC | 137,102 | -4,627 | $1.2M | -$113.8K | -3.3% |
| ALLIANCEBERNSTEIN L.P. | 210,963 | 0 | $1.8M | -$109.7K | 0.0% |
| MetLife Investment Management, LLC | 111,946 | -5,525 | $969.5K | -$108.9K | -4.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | 10,629 | -9,951 | $92.0K | -$96.9K | -48.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 181,259 | -177 | $1.6M | -$95.9K | -0.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 90,466 | -5,281 | $783.4K | -$95.5K | -5.5% |
| FRANKLIN RESOURCES INC | 178,043 | 0 | $1.5M | -$92.6K | 0.0% |
| CITIGROUP INC | 25,131 | -6,171 | $217.6K | -$69.7K | -19.7% |
| &PARTNERS | 99,592 | -1,255 | $862.5K | -$63.3K | -1.2% |
| WHITE PINE CAPITAL LLC | 84,784 | -2,079 | $734.2K | -$63.2K | -2.4% |
| Arizona State Retirement System | 55,121 | -3,295 | $477.3K | -$58.9K | -5.6% |
| BROWN BROTHERS HARRIMAN & CO | 596 | -5,855 | $5.2K | -$54.1K | -90.8% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 92,005 | -47 | $796.8K | -$48.3K | -0.1% |
| US BANCORP \DE\ | 8,727 | -4,484 | $75.6K | -$45.7K | -33.9% |
| Cetera Investment Advisers | 23,049 | -3,465 | $199.6K | -$43.8K | -13.1% |
| JANUS HENDERSON GROUP PLC | 81,198 | 0 | $702.8K | -$43.0K | 0.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 69,069 | 0 | $598.1K | -$35.9K | 0.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | 59,447 | 0 | $514.8K | -$30.9K | 0.0% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 55,760 | 0 | $482.9K | -$29.0K | 0.0% |
| Mariner, LLC | 34,791 | -1,126 | $301.3K | -$28.4K | -3.1% |
| Fiduciary Trust Co | 49,437 | -205 | $428.1K | -$27.6K | -0.4% |
| Sterling Capital Management LLC | 11,421 | -2,299 | $98.9K | -$27.0K | -16.8% |
| M&T Bank Corp | 24,673 | -1,400 | $213.3K | -$26.1K | -5.4% |
| KLP KAPITALFORVALTNING AS | 43,400 | 0 | $375.8K | -$22.6K | 0.0% |
| COMMERCE BANK | 35,795 | -350 | $310.0K | -$21.8K | -1.0% |
| Voya Investment Management LLC | 36,290 | 0 | $314.3K | -$18.9K | 0.0% |
| BRIDGES INVESTMENT MANAGEMENT INC | 35,264 | 0 | $305.4K | -$18.3K | 0.0% |
| Arax Advisory Partners | 970 | -1,768 | $8.4K | -$16.7K | -64.6% |
| LRI Investments, LLC | 15,686 | -884 | $135.8K | -$16.3K | -5.3% |
| AlphaQuest LLC | 29,189 | 0 | $252.8K | -$15.2K | 0.0% |
| Envestnet Portfolio Solutions, Inc. | 19,870 | -407 | $172.1K | -$14.1K | -2.0% |
| OSAIC HOLDINGS, INC. | 6,982 | -549 | $60.5K | -$13.7K | -7.3% |
| Cerity Partners LLC | 19,376 | -276 | $167.8K | -$12.6K | -1.4% |
| Pictet Asset Management Holding SA | 24,063 | 0 | $208.4K | -$12.5K | 0.0% |
| MBB PUBLIC MARKETS I LLC | 21,650 | 0 | $187.5K | -$11.3K | 0.0% |
| Stratos Wealth Partners, LTD. | 16,206 | -140 | $140.3K | -$9.7K | -0.8% |
| MML INVESTORS SERVICES, LLC | 11,776 | -366 | $102.0K | -$9.5K | -3.0% |
| Ameritas Investment Partners, Inc. | 16,554 | 0 | $143.4K | -$8.6K | 0.0% |
| Voya Financial Advisors, Inc. | 10,799 | -654 | $96.5K | -$8.6K | -5.7% |
| MACKENZIE FINANCIAL CORP | 12,413 | -289 | $108.8K | -$7.8K | -2.3% |
| FIFTH THIRD BANCORP | 5,773 | -478 | $50.0K | -$7.4K | -7.6% |
| Coastal Bridge Advisors, LLC | 13,177 | 0 | $114.1K | -$6.9K | 0.0% |
| HUNTINGTON NATIONAL BANK | 11,295 | -34 | $97.8K | -$6.2K | -0.3% |
| Optiver Holding B.V. | 546 | -618 | $4.7K | -$6.0K | -53.1% |
| T. Rowe Price Investment Management, Inc. | 3,142,583 | -248,851 | $27.2K | -$3.9K | -7.3% |
| JONES FINANCIAL COMPANIES LLLP | 3,822 | -153 | $33.1K | -$3.4K | -3.8% |
| Quarry LP | 812 | -260 | $7.0K | -$2.8K | -24.3% |
| ASSETMARK, INC | 4,225 | -11 | $36.6K | -$2.3K | -0.3% |
| WPG Advisers, LLC | 231 | -220 | $2.0K | -$2.1K | -48.8% |
| NATIXIS ADVISORS, LLC | 1,655,662 | -41,252 | $14.3K | -$1.2K | -2.4% |
| NOMURA ASSET MANAGEMENT CO LTD | 2,100 | 0 | $18.2K | -$1.1K | 0.0% |
| Bare Financial Services, Inc | 69 | -109 | $598 | -$1.0K | -61.2% |
| Versant Capital Management, Inc | 1,458 | 0 | $12.6K | -$758 | 0.0% |
| HARBOR CAPITAL ADVISORS, INC. | 542,436 | -24,064 | $4.7K | -$503 | -4.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 958 | 0 | $8.3K | -$498 | 0.0% |
| Y.D. More Investments Ltd | 5,489 | 0 | $49.9K | -$494 | 0.0% |
| PRIVATE TRUST CO NA | 807 | 0 | $7.0K | -$419 | 0.0% |
| Ancora Advisors LLC | 646 | 0 | $5.6K | -$336 | 0.0% |
| CIBC Private Wealth Group LLC | 565 | 0 | $4.9K | -$294 | 0.0% |
| EverSource Wealth Advisors, LLC | 477 | -2 | $4.1K | -$266 | -0.4% |
| North Star Investment Management Corp. | 500 | 0 | $4.3K | -$260 | 0.0% |
| SG Americas Securities, LLC | 32,382 | -17,521 | $280 | -$178 | -35.1% |
| Janney Montgomery Scott LLC | 125,680 | -11,901 | $1.1K | -$175 | -8.7% |
| MPWM ADVISORY SOLUTIONS, LLC | 320 | 0 | $2.8K | -$167 | 0.0% |
| J.Safra Asset Management Corp | 222 | 0 | $1.9K | -$115 | 0.0% |
| Newbridge Financial Services Group, Inc. | 200 | 0 | $1.7K | -$104 | 0.0% |
| MassMutual Private Wealth & Trust, FSB | 150 | 0 | $1.3K | -$78 | 0.0% |
| Private Wealth Management Group, LLC | 85 | 0 | $737 | -$44 | 0.0% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 31,175 | 0 | $270 | -$16 | 0.0% |
| BESSEMER GROUP INC | 260 | -1,750 | $2 | -$16 | -87.1% |
| AMALGAMATED BANK | 6,225 | -657 | $54 | -$9 | -9.5% |
| State of Alaska, Department of Revenue | 11,437 | 0 | $99 | -$5 | 0.0% |
| Covestor Ltd | 29 | -55 | $0 | -$1 | -65.5% |